Private Ocean LLC
Legal Name: PRIVATE OCEAN, LLC
Full Contact Details
Private Ocean LLC
100 SMITH RANCH RD., SUITE 300, SAN RAFAEL, CA
415-526-2900
415-459-3956
Other Info
Private Ocean LLC, a California-based limited liability company, employs a total of 53 people with 24 in advisory roles. It currently serves two clients and is registered as an approved firm with the U.S. Securities and Exchange Commission since March of 1984.
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Wealth Management & Financial Planning - Wealthspire
Wealthspire Advisors believes in creating personalized plans for our clients' unique goals. Learn more about our financial planning and investment management.
Wealth Management & Financial Planning - Wealthspire
Wealthspire Advisors believes in creating personalized plans for our clients' unique goals. Learn more about our financial planning and investment management.
Direct Owners
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FRANK JOSEPH JONES
DIRECT OWNER / CO- INVESTMENT COMMITTEE CHAIR owns less than 5%
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FREDERICK EDWARD DOPFEL
DIRECT OWNER / CO- INVESTMENT COMMITTEE CHAIR owns less than 5%
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GREGORY HUGH FRIEDMAN
CHIEF EXECUTIVE OFFICER owns less than 5%
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JUSTIN KARL HULT
CHIEF COMPLIANCE OFFICER owns less than 5%
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SUSAN DIANE DUVALL-DICKSON
CHIEF OPERATING OFFICER owns less than 5%
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THE KYLE DICKSON AND SUSAN DUVALL- DICKSON REVOCABLE TRUST
DIRECT OWNER owns more than 10% but less than 25%
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TIMOTHY JORSTAD
DIRECT OWNER owns more than 10% but less than 25%
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WEALTH MANAGEMENT ADVISORS, INC.
DIRECT OWNER owns more than 10% but less than 25%
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WILLIAM HARRY BOCKWOLDT
DIRECT OWNER owns more than 10% but less than 25%
Indirect Owners
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ANDREA L. SHIELDS-DICKSON
BENEFICIARY owns more than 50% but less than 75%
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GREGORY HUGH FRIEDMAN
OWNER owns 75% or more
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SARA D. HARRAH
BENEFICIARY owns more than 50% but less than 75%